Unclaimed Profile

Erica Renee Smith

CHARLESTON INVESTMENT ADVISORS, LLC·MT. PLEASANT, South Carolina

Clean recordCHARLESTON INVESTMENT ADVISORS, LLC

1311 CHUCK DAWLEY BLVD, MT. PLEASANT, SC 29464CRD# 5548087Firm CRD# 301281

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Erica Renee Smith · MT. PLEASANT, SC

Registration

CRD #5548087 · CHARLESTON INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Erica Renee Smith is a registered financial advisor based in MT. PLEASANT, South Carolina, affiliated with CHARLESTON INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Erica

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Erica is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

CHARLESTON INVESTMENT ADVISORS, LLC

AUM

$141M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHARLESTON INVESTMENT ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5548087

Firm CRD# 301281

View on FINRA BrokerCheck →

Looking for a financial advisor in MT. PLEASANT?

Browse all registered financial advisors in MT. PLEASANT, South Carolina or claim this profile if it's yours.

Browse MT. PLEASANT Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Erica Renee Smith offer?

Erica Renee Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MT. PLEASANT, South Carolina for a consultation.

What are Erica Renee Smith's credentials?

Erica Renee Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Erica Renee Smith located?

Erica Renee Smith is based in MT. PLEASANT, South Carolina, working with CHARLESTON INVESTMENT ADVISORS, LLC. Their office serves clients in the MT. PLEASANT metropolitan area and surrounding communities.

How does Erica Renee Smith charge for services?

Erica Renee Smith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHARLESTON INVESTMENT ADVISORS, LLC?

CHARLESTON INVESTMENT ADVISORS, LLC has approximately 2 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →